CoreWeave stock went up 10 percent on Monday. It did better than most tech stocks. The rise came after CEO Michael Intrator appeared on a podcast and spoke about the company’s business model.
The exact reason for the increase is not fully clear. Analysts think it happened because Intrator and Chief Strategy Officer Brian Venturo addressed concerns about how long GPUs last. Investors have been worried about this for AI infrastructure companies.
The stock rise also came after Moody’s released a report. The report said $3 trillion could be invested in data centers over the next five years. Moody’s also named CoreWeave as one of six US companies that could invest $500 billion in data centers this year.
CoreWeave said it plans to add NVIDIA Rubin technology to its AI cloud platform in the second half of 2026. This will make it one of the first cloud providers to offer this platform to customers building advanced AI tools and running large AI workloads.
Goldman Sachs analyst Gabriela Borges started covering CoreWeave with a Neutral rating and $86 price target. She said the company’s special architecture gives it an edge over other cloud companies. But she also warned about risks from execution and debt.
